| 1 | WESTWOOD HOLDINGS GROUP INC | $28.6M | 616,000 | Hold |
| 2 | Christian Investment Advisors, Inc. | $25.0M | 530,510 | Added |
| 3 | LPL Financial LLC | $16.2M | 348,412 | Added |
| 4 | Bare Financial Services, Inc | $9.8M | 210,668 | Added |
| 5 | Geneos Wealth Management Inc. | $8.9M | 191,301 | Added |
| 6 | Faithward Advisors, LLC | $8.6M | 185,236 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $7.8M | 167,762 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $5.2M | 111,043 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $4.0M | 86,889 | Added |
| 10 | LVZ, Inc. | $4.0M | 86,077 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $4.0M | 82,896 | Added |
| 12 | Sound Financial Strategies Group, LLC | $3.6M | 76,927 | Added |
| 13 | Sowell Financial Services LLC | $3.4M | 73,233 | Added |
| 14 | First Heartland Consultants, Inc. | $3.3M | 71,246 | Added |
| 15 | Cetera Investment Advisers | $2.9M | 62,988 | Added |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.5M | 54,808 | Added |
| 17 | EverSource Wealth Advisors, LLC | $2.3M | 50,510 | Trimmed |
| 18 | Cornerstone Financial Management LLC | $2.1M | 46,194 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.7M | 37,335 | Added |
| 20 | O'Connor Financial Group LLC | $1.7M | 36,827 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 32,146 | Added |
| 22 | VICUS CAPITAL | $1.3M | 28,058 | Added |
| 23 | Allworth Financial LP | $1.2M | 25,437 | Added |
| 24 | Financial Advisory Corp | $1.1M | 24,674 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.1M | 24,978 | Added |